6974 results found
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Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient
I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.
28 votes -
EU Server integration with Zapier
Offer the option to use Zapier with the EU server
4 votes -
Ability to adjust the installment dates after the document has been sent
Ability to adjust the installment dates after the document has been sent
3 votes -
EngageBay CRM
Integrate with EngageBay CRM
2 votes -
Update products within the Quote object in MS Dynamics
Would be great if the ability to have the automation to update products within the quote object in MS Dynamics similar to how you can with the products in the opportunity.
4 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Conditional smart content based on pricing table values: if multiple conditions are met, add all CLIs
If Product A is added to the pricing table, add CLI "A", If Product B is added to the pricing table, add CLI "B". However, if you add products "A" and "B" to the pricing table, only one of the content library items will be pulled.
2 votes -
Ability to send a notification reminder for a invoice document that is created from PandaDoc.
Customer would like to have the ability to send a notification reminder for a invoice document that is created from PandaDoc.
As per customer :
I should say that we do not use any of suggested payment gateway.
We just use an international swift payments thought the bank account.
So invoice is not linked to stripe, paypal etc.
It’s just a document which we provide for the client to pay our services.
Is there any chance to have this useful service with the reminders for that kind of documents in a same way that we have it for the contracts?2 votes -
Auto-populate recipients from Salesforce if only mobile number is indicated (for text/sms type of delivery)
Recipient mapping in SF only functions if an email is indicated for the contact which does not allow to auto-sign recipients if there is only mobile number available
3 votes -
QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
4 votes -
[Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste
Add the ability to select multiple content blocks to move, delete, copy/paste them in one go
18 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
3 votes -
More Rooms notification options for other members
Options for all members to receive the same notifications as the owner
6 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Ability to pick/change colors of fillable fields (customization, branding, etc.)
This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).
18 votes -
Passcode: Prepopulate the passcode
The ability to autogenerate the passcode and not manually type it in the system.
2 votes -
Creating rooms through API
The ability to make rooms utilizing API
7 votes -
Allow mapping to different HubSpot fields in pricing table
Allow mapping to different HubSpot fields in pricing table:
This is a major pain point for us. We can only use deal line items to populate Contracts and have to manually populate Sales Proposals because we can't use the same line item description for both documents. The description in the pricing table of contracts needs to meet legal requirements, whereas the description in the sales proposal needs to be easy to understand and not full of legal jargon.
We have a double work load with every sale due to this restriction.1 vote -
Enable Smart Content from Fields as well as Variables
I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.
88 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Identity verification before the session starts and Notary joins.
Option to have identity verification before the Notary session
2 votes -
Password-protect Workspaces
The option to enable password for a workspace.
4 votes
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